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Client Experience Representative Triumph Financial Job Description Position Summary: The CSR supports the administration and processing of client fuel advances, invoice fundings and other client related transactions. Provides customer service levels consistent with the business objectives of the company. Responsibilities include timely communication with clients regarding daily fundings, resolving rejections, load verifications and risk management in accordance with the risk protocol prescribed.
Essential Duties & Responsibilities:
Provides outstanding customer service by serving well, internally and externally via telephone, email and written correspondence.
Reviews and corrects client load submissions for regular invoice fundings as well as fuel advances within service level agreements.
Assists in the onboarding/application processes for various fuel program as well as monitors and reviews fuel program trends and alerts Fuel Account Manager of recommended changes.
Reviews and ensures proper load documentation is correctly imaged in database. Effectively communicates with client if missing documentation.
Verifies freight load with the assigned debtor following prescribed protocol per the Risk Management Program and Risk Rating assigned to client.
Makes recommendation to Client Experience Specialists whether to approve, hold or deny purchase of specific invoices based on verification and credit results.
Reviews clients' A/R aging, resolution of Disputes, Open Credits, Post Verifications and Confirmations on accounts as needed.
Provides ongoing client training in Triumph's processes and systems.
Effectively communicates with team members, debtors, clients and management.
Participates in a team environment and business culture that optimizes both customer service and risk management disciplines, while pursing joy at work. Be intentional in doing your best and believing the best in your teammates.
Maintains confidentiality of client information.
Performs other duties as assigned.
Experience & Education:
Degree and one (1) year of customer service experience in a fast-paced work environment.
Freight, transportation or general factoring, or logistics industry experience is preferred.
Skills & Abilities Required:
Professional customer service, Microsoft Office skills and Google Suite to effectively process client and collateral requests related to servicing a growing invoice portfolio.
Ability to multi-task and stay focused at high levels of productivity.
Ability to provide excellent customer service while meeting funding deadlines.
Excellent verbal and written communication skills.
Ability to understand and follow written and verbal instructions and directions given by manager.
Excellent phone etiquette.
Work Environment:
The work environment characteristics described here maybe encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
Ability to work in a confined area.
Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.
While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.
Specific vision abilities are required by this job due to computer work.
Light to moderate lifting is required.
Regular, predictable attendance is required.
#LI-CR1
Dallas, TX, US, 75215Posted 6 days ago CDL-A OTR Teams - Dry Van 100% No Touch. BIG M TRANSPORTATION Over-the-road drivers continue to be the top earners in the trucking industry, and becoming part of a team is often the best way to ensure more miles and more time at home, without sacrificing income. If you and your driving partner have what it takes, you will become part of an elite group of drivers who have definitely earned their spot in the "Big Dog" pack at Big M Transportation. TX, USPosted 7 days ago Warehouse Representative. Global Furniture Group Global Furniture Group, a leader in the workplace, education, healthcare + hospitality furniture industry has an immediate career opportunity at our Houston distribution center/location. This candidate will be responsible for receiving and processing incoming stock and materials, picking and filling orders from stock, packing and shipping orders, or managing, organizing, and retrieving stock in the warehouse. Houston, TX, US, 77040Posted 7 days ago Medical Transport Specialist / Driver. Quest Diagnostics Incorporated Medical Transport Specialist / Driver - Houston, TX - Sunday to Thursday 10:00PM-6:30PM We will provide you a career with a leader in the healthcare industry, by offering a wide variety of opportunities, a diverse work environment, and a robust rewards package! We provide you the tools & support to learn, grow and advance in a healthcare/logistics operations career. Quest Wants you! Do you want to make an impact in the Health of people in your community? Do you like to drive? (have you transported Biomed or Pharmaceuticals before) Are you tech savvy? (have used handheld scanners, Smart Phone, Computers) What we offer: Career with a Leader in the Diagnostics Laboratory industry Competitive Salary Annual merit increases and bonuses Career Advancement Potential All employees are provided with a Quest Diagnostics vehicle during work shift Realistic Job Preview: Role of a Medical Transport Specialist / Driver Pay Range: $17.20+ per hour Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. Successful candidates may be eligible to receive annual performance bonus compensation. Benefits Information: We are proud to offer best-in-class benefits and programs to support employees and their families in living healthy, happy lives. Our pay and benefit plans have been designed to promote employee health in all respects - physical, financial, and developmental. Depending on whether it is a part-time or full-time position, some of the benefits offered may include: Day 1 Medical/Dental/Vision for FT employees who work 30+ hours 15 PTO days first year Paid Holidays Annual Bonus Opportunity 401(k) with matchingcontributions Variable compensation plan (AIP) bonus Employee Stock Purchase Plan (ESPP) Employee Assistance Program (EAP) Blueprint for Wellness Tuition Reimbursement for undergraduate and graduate programs for FT employees who work 30+ hours Opportunities for career advancement Training provided! Expectations: Responsible for the safe, timely transportation of specimens, supplies, reports, equipment, and materials to the appropriate destination while protecting critical health information. Engage and develop relationships with customers and communicate client concerns to local leadership. Maintain effective, level of communication with Local Leadership, to report service impacting issues. Strong organizational skillsAbility to follow company and department policies and procedures Ability to handle multiple tasks and work in a fast-paced environment Quest Diagnostics honors our service members and encourages veterans to apply. While we appreciate and value our staffing partners, we do not accept unsolicited resumes from agencies.Quest will not be responsible for paying agency fees for any individual as to whom an agency has sent an unsolicited resume. 2024-61937 Houston, TX, US, 77246Posted 7 days ago Route Sales Representative. JobGiraffe *As Route Sales Representative, you will:* * Join a manufacturer of toys and collectables * Receive complete training * Be assigned a local territory and support existing customers within your territory * Visit existing customers within your assigned territory (specialty stores, grocery stores, drug stores, gas stations and convenience stores, etc.) * Ensure all stores are fully stocked with company-branded merchandise * Restock items when supply is low * Promote and present new products, including specialty seasonal merchandise * Answer questions and address inquiries as they arise * Take, enter and process new orders * Take pictures of store displays at each location * Uphold established merchandising standards * Learn to run routine and special reports * Perform other duties as assigned *An ideal candidate profile will include:* * Route Sales, Outside Sales and/or Territory Sales experience * Experience prospecting for new orders and new accounts *With:* * The ability to use an iPad * A Valid Driver's License * A High School Diploma or Equivalent *Pluses:* * +++ CPG Sales experience * +++ Toy and/or Gift Sales experience #RSR - JG ID #24-1089 – Amarillo, TX Job Type: Full-time Pay: $50,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Disability insurance * Flexible schedule * Health insurance * Life insurance * Mileage reimbursement * Paid time off * Paid training * Vision insurance Compensation package: * Commission pay Schedule: * Day shift * Monday to Friday Application Question(s): * How many years of experience prospecting for new orders and new accounts do you have? Experience: * Route Sales, Outside Sales and/or Territory Sales: 2 years (Preferred) License/Certification: * Driver's License (Preferred) Work Location: In person %2112720% %%sales%% Amarillo, TX, USPosted 7 days ago Shipping & Receiving Operator I - 2nd shift. Panhandle Milling The Shipping & Receiving Operator I will provide services pertaining to the handling, warehousing, shipping, and receiving of materials. They will be responsible for the daily operations, organization, and sanitation activities to meet customer expectations for outbound and inbound products at our Hereford, TX facility. This is a 2nd shift positon, 3 pm - 11 pm. Hereford, TX, US, 79045Posted 7 days ago Pilot Instructor. Global Medical Response The Pilot Instructor will conduct training for Guardian Flight's fleet of Pilatus PC-12 aircrafts. Training will be conducted in the classroom, simulator and in-flight for both initial and recurrent courses . Austin, TX, US, 78716Posted 7 days ago Floating Manager. Regional Management Corp The Floating Manager is responsible for the overall performance of the branch. Managers will be focused on leading team members, managing the branch P&L, driving new loan growth, managing current loan portfolio, marketing, maintenance of current business partnerships, and development of new strategic business partners. The Floating Manager will perform in accordance with RMC's Mission, Vision and Shared Values. San Antonio, TX, US, 78208Posted 8 days ago Shipping and Receiving Clerk II. Dallas College TheDallas CollegeFacilitiesManagementDepartment supports the facility needs forDallas Collegewhile providing responsible stewardship and efficient operation of theCollege's physical Facilities Management Department is responsible forapproximately 5,000,000 physical space and over 1400 acres of land, located across multiple locations in Dallas position ofShippingandReceivingClerksupports thiseffortby ensuringshipping, receiving, and mail functions are processingat a high level across allDallas College locations. Dallas, TX, US, 75202Posted 8 days ago Section Supervisor - Access Services. Texas Tech University Established in 1923, Texas Tech University is a Carnegie R1 (very high research activity) Doctoral/Research-Extensive, Hispanic Serving, and state-assisted institution. Located on a beautiful 1,850-acre campus in Lubbock, a city in West Texas with a growing metropolitan-area population of over 300,000, the university enrolls over 40,000 students with 33,000 undergraduate and 7,000 graduate students. As the primary research institution in the western two-thirds of the state, Texas Tech University is home to 10 colleges, the Schools of Law and Veterinary Medicine, and the Graduate School. The flagship of the Texas Tech University System, Texas Tech is dedicated to student success by preparing learners to be ethical leaders for a diverse and globally competitive workforce. It is committed to enhancing the cultural and economic development of the state, nation, and world. Lubbock, TX, US, 79430Posted 8 days ago Description
Job Description Position Summary: The CSR supports the administration and processing of client fuel advances, invoice fundings and other client related transactions. Provides customer service levels consistent with the business objectives of the company. Responsibilities include timely communication with clients regarding daily fundings, resolving rejections, load verifications and risk management in accordance with the risk protocol prescribed.
Essential Duties & Responsibilities:
Provides outstanding customer service by serving well, internally and externally via telephone, email and written correspondence.
Reviews and corrects client load submissions for regular invoice fundings as well as fuel advances within service level agreements.
Assists in the onboarding/application processes for various fuel program as well as monitors and reviews fuel program trends and alerts Fuel Account Manager of recommended changes.
Reviews and ensures proper load documentation is correctly imaged in database. Effectively communicates with client if missing documentation.
Verifies freight load with the assigned debtor following prescribed protocol per the Risk Management Program and Risk Rating assigned to client.
Makes recommendation to Client Experience Specialists whether to approve, hold or deny purchase of specific invoices based on verification and credit results.
Reviews clients' A/R aging, resolution of Disputes, Open Credits, Post Verifications and Confirmations on accounts as needed.
Provides ongoing client training in Triumph's processes and systems.
Effectively communicates with team members, debtors, clients and management.
Participates in a team environment and business culture that optimizes both customer service and risk management disciplines, while pursing joy at work. Be intentional in doing your best and believing the best in your teammates.
Maintains confidentiality of client information.
Performs other duties as assigned.
Experience & Education:
Degree and one (1) year of customer service experience in a fast-paced work environment.
Freight, transportation or general factoring, or logistics industry experience is preferred.
Skills & Abilities Required:
Professional customer service, Microsoft Office skills and Google Suite to effectively process client and collateral requests related to servicing a growing invoice portfolio.
Ability to multi-task and stay focused at high levels of productivity.
Ability to provide excellent customer service while meeting funding deadlines.
Excellent verbal and written communication skills.
Ability to understand and follow written and verbal instructions and directions given by manager.
Excellent phone etiquette.
Work Environment:
The work environment characteristics described here maybe encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
Ability to work in a confined area.
Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.
While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.
Specific vision abilities are required by this job due to computer work.
Light to moderate lifting is required.
Regular, predictable attendance is required.
#LI-CR1
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